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Banking Associate Jobs in Puerto Rico (NOW HIRING)

Bank of America

Relationship Banker

San Juan, PR · On-site

$18.25 - $23.75/hr

Is confident in educating clients on how to conduct simple banking transactions through self ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...

Oriental Bank

Associate, Sales & Services

Guaynabo, PR

$15 - $20/hr

The Associate, Sales & Services provides an excellent customer service experience while identifying ... Receives bank visitors, provides information, and directs them to appropriate staff as necessary.

Oriental Bank

Associate, Sales & Services

San Juan, PR

$14.75 - $19.50/hr

The Associate, Sales & Services (Branches), provides an excellent customer service experience while ... Finds integrated and alternative solutions while cross-selling bank products such as loans ...

Deca Analytics

Financial Associate

San Juan, PR · On-site

  • Medical

  • Retirement

Prior experience in investment banking is prioritized. Ideal Candidate Skills and Experience ... Attention to detail is crucial, as the Financial Associate will be responsible for ensuring the ...

Deca Analytics

Financial Associate

San Juan, PR · On-site

  • Medical

  • Retirement

Prior experience in investment banking is prioritized. Ideal Candidate Skills and Experience ... Attention to detail is crucial, as the Financial Associate will be responsible for ensuring the ...

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Banking Associate information

What is a banking associate?

Banking Associates are entry- to mid-level professionals in banks or financial institutions who assist clients with their banking needs and support various operations, such as account management, loan processing, and customer service. They serve as the first point of contact for customers, handling inquiries, resolving issues, and ensuring compliance with regulatory requirements. Banking Associates often work alongside branch managers and other banking staff to provide seamless financial services and may also assist in sales and cross-selling of banking products.

What skills and qualifications are needed to be a banking associate?

To thrive as a Banking Associate, you need a solid understanding of financial products, customer service, and sales principles, often backed by a bachelor's degree in finance, business, or a related field. Familiarity with banking software, CRM systems, and compliance tools is typically required. Strong interpersonal skills, attention to detail, and problem-solving abilities set top performers apart in this role. These skills are essential for delivering excellent customer experiences, ensuring regulatory compliance, and achieving business targets within a competitive banking environment.

What challenges do banking associates face during their first year, and how can they overcome them?

Banking Associates often encounter a steep learning curve in their first year, especially when adapting to fast-paced environments and complex financial products. They may face challenges in managing multiple client accounts, meeting strict deadlines, and mastering industry-specific software. To overcome these hurdles, it's important to proactively communicate with team members, seek mentorship from more experienced colleagues, and take advantage of training resources provided by the bank. Building strong organizational skills and staying detail-oriented will also help Banking Associates succeed and grow within the role.

What is the difference between Banking Associate vs Bank Teller?

AspectBanking AssociateBank Teller
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent
Work EnvironmentOffice setting, handling client accounts, administrative tasksBranch counter, direct customer service
Employer & Industry UsageCommercial banks, credit unions, financial institutionsRetail banking branches, financial institutions
Common Search & ComparisonCustomer service, banking operations, financial productsCash handling, customer transactions, account inquiries

While both roles involve customer interaction within banking, Banking Associates typically handle a broader range of financial services and administrative tasks, often requiring more specialized knowledge. Bank Tellers focus primarily on cash transactions and basic customer service at the branch counter. Understanding these differences helps job seekers identify the right role based on their skills and career goals.

What level is a banking associate at a bank?

A banking associate is typically an entry-level or junior position within a bank, often requiring a high school diploma or bachelor's degree. The role involves customer service, account management, and basic banking operations, with opportunities for advancement to higher roles such as senior associate or specialist based on experience and performance.

What are the most commonly searched types of Banking jobs in Puerto Rico?

The most popular types of Banking jobs in Puerto Rico are:

What cities in Puerto Rico are hiring for Banking Associate jobs?

Cities in Puerto Rico with the most Banking Associate job openings:

Banking Associate jobs near you

Associate, Retail Banking (Mortgage Inside Sales)

Oriental Bank

San Juan, PR • Hybrid

Full-time

Re-posted 28 days ago

Job description

The Associate, Retail Banking is responsible for converting inbound and assigned leads related to residential mortgages, maximizing opportunities generated from digital channels, branch referrals, and internal business units. The role focuses on delivering exceptional customer experience and efficiently managing the sales pipeline from initial contact through application submission. Position works hybrid and is based in San Juan, PR.

MAIN DUTIES & RESPONSIBILITIES:

  • Manage and respond promptly to assigned leads from digital channels, branches, internal units, and campaigns.
  • Qualify prospects and guide customers through the end-to-end mortgage process, maintaining appropriate follow-up cadence and meeting established SLAs.
  • Execute a consultative sales approach, recommending suitable mortgage products while building strong customer relationships and effectively handling objections.
  • Maintain accurate pipeline tracking and ensure all documentation is complete, accurate, and submitted in a timely manner.
  • Identify cross-selling opportunities and refer customers to other bank products and services as appropriate.
  • Ensure compliance with all applicable regulations, internal policies, and credit procedures.
  • Support business initiatives, team meetings, and continuous process improvement activities.
  • Other duties may be assigned.

MINIMUM REQUIREMENTS:

  • Bachelor's degree in Business, Finance, Accounting, Marketing, or related field required.
  • Two (2+) years of experience in mortgage sales required.
  • Minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge skills and abilities.
  • Experience with mortgage operations systems strongly desirable with preference for candidates with Encompass platform experience.
  • Proficiency in CRM systems, as well as, MS Office (Word, Excel, PowerPoint) required.
  • Knowledge of bank credit policies and procedures.
  • Strong communication, analytical, and negotiation skills.
  • Customer service-oriented with strong teamwork capabilities.
  • Excellent organizational skills with the ability to prioritize workload and meet deadlines.
  • Available to work extended hours, as well as, weekends or holidays if needed.
  • Required written, verbal & spoken language skills: Spanish (Advanced) and English (Intermediate).

WORK AUTHORIZATION & ELEGIBILITY:

  • Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.
  • Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)

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